Copper + OpenPhone
Create new people in Copper for every completed incoming call in OpenPhone
Use this workflow to streamline your customer management process. When a call is completed in OpenPhone, it creates a new person in your Copper CRM instantly. This not only saves you time from manually entering the details but also ensures all your customer information is up-to-date and organized efficiently. A perfect solution for improving your client relationship management.
Use this workflow to streamline your customer management process. When a call is completed in OpenPhone, it creates a new person in your Copper CRM instantly. This not only saves you time from manually entering the details but also ensures all your customer information is up-to-date and organized efficiently. A perfect solution for improving your client relationship management.
- When this happens...Incoming Call Completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
- automatically do this!Create Person
Creates a new Person.
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